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Morgan Stanley
MS

Overview Fund Activity

1,359 hedge funds and large institutions have $110B invested in Morgan Stanley in 2020 Q4 according to their latest regulatory filings, with 313 funds opening new positions, 598 increasing their positions, 319 reducing their positions, and 81 closing their positions.

Holders
1,359
Holders Change
+219
Holders Change %
+19.21%
% of All Funds
24.11%
Holding in Top 10
56
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+69.7%
% of All Funds
0.99%
New
313
Increased
598
Reduced
319
Closed
81
Calls
$2.55B
Puts
$3.23B
Net Calls
-$676M
Net Calls Change
-$247M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.05B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.92B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.47B
4
BlackRock
4
BlackRock
New York
$7.51B
5
Primecap Management
5
Primecap Management
California
$827M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$131M
2
VH
2
ValueAct Holdings
California
$568M
3
Invesco
3
Invesco
Georgia
$1.02B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$86.2M
5
EIP
5
Easterly Investment Partners
Massachusetts
$30.3M
Name Market Value Shares Shares
Change 		Shares
Change %
ASRS
201
Arizona State Retirement System
Arizona
$27.6M 402,606 +43,213 +12%
Comerica Bank
202
Comerica Bank
Texas
$27.4M 370,063 +36,954 +11%
GI
203
GAMCO Investors
Connecticut
$27.4M 399,198 +60,394 +18%
ClearBridge Investments
204
ClearBridge Investments
New York
$26.5M 387,023 +387,023 New
BCAM
205
Boston Common Asset Management
Massachusetts
$26.4M 385,504 +106,157 +38%
WCM
206
Wedge Capital Management
North Carolina
$26.4M 385,080 -154 -0%
Vontobel Holding
207
Vontobel Holding
Switzerland
$25.9M 348,422 +348,422 New
SOMRS
208
State of Michigan Retirement System
Michigan
$25.6M 373,422 +47,177 +14%
HighTower Advisors
209
HighTower Advisors
Illinois
$25.5M 371,537 +156,581 +73%
BCM
210
Basswood Capital Management
New York
$25.3M 369,259 -162,140 -31%
BCM
211
Bridgeway Capital Management
Texas
$24.9M 363,635 -152,750 -30%
PMAM
212
Picton Mahoney Asset Management
Ontario, Canada
$24.8M 362,119 +240,181 +197%
H
213
Hexavest
Quebec, Canada
$24.5M 357,150 +115,533 +48%
CIBC World Market
214
CIBC World Market
Ontario, Canada
$23.9M 348,114 -93,312 -21%
MIM
215
MetLife Investment Management
New Jersey
$23.8M 347,105 +43,274 +14%
CIP
216
Chartwell Investment Partners
Pennsylvania
$23.5M 342,827 -14,696 -4%
BPB
217
Badgley, Phelps & Bell
Washington
$23.3M 339,543 +4,865 +1%
Parallax Volatility Advisers
218
Parallax Volatility Advisers
California
$23.2M 339,197 -854,995 -72%
Handelsbanken Fonder
219
Handelsbanken Fonder
Sweden
$23.2M 338,866 +60,857 +22%
Mitsubishi UFJ Asset Management
220
Mitsubishi UFJ Asset Management
Japan
$23.1M 336,405 +67,983 +25%
NIPH
221
NN Investment Partners Holdings
Netherlands
$22.8M 332,530 +104,691 +46%
CRC
222
Curi RMB Capital
Illinois
$22.7M 331,693 +495 +0.1%
OPERF
223
Oregon Public Employees Retirement Fund
Oregon
$22.7M 330,941 -40,288 -11%
B
224
BP
United Kingdom
$22.2M 324,711 -17,821 -5%
KeyBank National Association
225
KeyBank National Association
Ohio
$21.9M 319,528 -11,238 -3%
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